Ben Ross Mclintock
Investment adviser representative at Uniting Wealth Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$934.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Uniting Wealth Partners, LLCAug 2026 to now
- Arvest Wealth ManagementJan 2014 to Aug 2026
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (AR).
Uniting Wealth Partners
Legal name: Uniting Wealth Partners LLC
$934.6MAssets managed
854Clients
17Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6288203
- Firm CRD
- 332317